

Exxon Mobil - is good news priced in? Bull/bear thesis with David Alton Clark and Callum Turcan
Jun 22, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Introduction
00:00 • 2min
ExxonMobil: A Strong Balance Sheet, Free Cash Flow Generating Cow, Very Shareholder Friendly
02:02 • 6min
Exxon Mobil's Negative Performance in the March of 2020
07:34 • 5min
Exxon Mobil's Downstream Outlook Isn't as Promising as It Was in March
12:43 • 5min
Exxon Mobil's Dividend Growth Is Under 3%
17:40 • 2min
ExxonMobil: A Long Term Play
19:54 • 2min
ExxonMobil's Dividend Growth Story Is About to Start
21:55 • 3min
Why You Shouldn't Invest in ExxonMobil Right Now
24:42 • 4min
ExxonMobil's Steady Eddyness
28:29 • 4min
The Risks of ExxonMobil's Nationalization in Guyana
32:09 • 3min
ExxonMobil's Commitment to Net Zero
35:18 • 3min
ExxonMobil's Climate Change Impact on Oil and Gas
38:11 • 2min
The Future of Oil and Gas
39:55 • 2min
ExxonMobil: A Long Term Play
41:39 • 2min
How to Cash in on the Tsunami of Cash
43:47 • 4min
ExxonMobil's Prospects for the Second Half
48:02 • 5min
The Benefits of Compounding Wealth
52:36 • 2min
ExxonMobil: The Texas Oil Titan
54:55 • 2min
The Future of Electric Vehicles
57:00 • 2min
The Future of Exxon Mobile
58:53 • 2min
The Importance of a Strong Balance Sheet
01:00:28 • 4min
ExxonMobil's Share Buybacks
01:04:30 • 2min
ExxonMobil's Growth by Acquisition
01:06:01 • 2min
The Risks of Acquiring a Permian Company
01:08:31 • 4min